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iShares Lehman Aggregate Bond shares owned by CPCM

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by CPCM from 13F filings

Historical chart of CPCM investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by CPCM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by CPCM

Quarter filed Position value Share count Share price at filing
2022-09-30 $7.5M 78k 96.33
2022-06-30 $4.9M 48k 101.67
2022-03-31 $9.3M 87k 107.10
2021-12-31 $11M 93k 114.83
2021-09-30 $11M 93k 114.83
2021-06-30 $11M 95k 115.33
2021-03-31 $14M 120k 113.83
2020-12-31 $14M 121k 118.19
2020-09-30 $14M 121k 118.06
2020-06-30 $15M 123k 118.21
2020-03-31 $15M 128k 115.37
2019-12-31 $16M 142k 112.37
2019-09-30 $16M 143k 113.17
2019-06-30 $16M 139k 111.35
2019-03-31 $15M 140k 109.07
2018-12-31 $14M 127k 106.49
2018-09-30 $14M 132k 105.52
2018-06-30 $11M 104k 106.32
2018-03-31 $11M 106k 107.25
2017-12-31 $12M 106k 109.33
2017-09-30 $11M 104k 109.59
2017-06-30 $11M 104k 109.51
2017-03-31 $12M 106k 108.49
2016-12-31 $12M 108k 108.06
2016-09-30 $12M 108k 112.42
2016-06-30 $12M 106k 112.61
2016-03-31 $12M 108k 110.82
2015-12-31 $12M 112k 108.01
2015-09-30 $12M 110k 109.58
2015-06-30 $12M 109k 108.78
2015-03-31 $12M 110k 111.43
2014-12-31 $12M 107k 110.12
2014-09-30 $11M 104k 109.11
2014-06-30 $12M 107k 109.40
2014-03-31 $11M 106k 107.91
2013-12-31 $12M 108k 106.43
2013-09-30 $11M 98k 107.21
2013-06-30 $11M 98k 107.21
2013-03-31 $10M 92k 110.73
2012-12-31 $10M 90k 111.08
2012-09-30 $9.9M 88k 112.45
2012-06-30 $9.6M 87k 111.30
2012-03-31 $9.0M 82k 109.85
2011-12-31 $8.2M 74k 110.25

More positions owned by CPCM

Paccar Equities (PCAR)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)
Amazon.com Equities (AMZN)
DFA US Core Equity II Equities (DFAC)
Starbucks Corp Equities (SBUX)
Vanguard Specialized Portfolios Div Appr Equities (VIG)
iShares Russell 1000 Growth Index Equities (IWF)
SPDR S&P 500 Index Equities (SPY)
DFA Tax-Managed US Marketwide Value II Equities (DFUV)
Avantis US Equity ETF Equities (AVUS)
iShares MSCI All Country World Index Equities (ACWI)
DFA T/M U.S. Equity Equities (DFUS)
Avantis U.S. Small Cap Value ETF Equities (AVUV)
Vanguard Intl Equity Index Fds Total Wor Equities (VT)

View all positions for CPCM

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond